SEBI (IA): INA000021261
SEBI (RA): INH000023667
Professional Portfolio Simulator
Multi-Asset forecasting with Monte Carlo simulation and Rebalancing Strategy.
Core Inputs
Portfolio
Total: 100%
Probabilistic Outcomes
Worst Case (10%)
₹3.43 Cr
Most Likely (50%)
₹4.14 Cr
Best Case (90%)
₹5.30 Cr
Sharpe Ratio
Measures risk-adjusted return. Higher is better.
0.31
Most Likely Post-Tax Value: ₹3.90 Cr
(After est. LTCG tax of ₹23.97 L)
Rolling Returns Analysis (Median Path)
1-Year Rolling
42.52% (Avg)
Max 290.93%Min 4.03%
3-Year CAGR
32.42% (Avg)
Max 125.95%Min 10.26%
5-Year CAGR
29.85% (Avg)
Max 89.23%Min 14.37%
Yearly Breakdown (Most Likely Path)
| Year | Invested | Return | Interest | Balance |
|---|---|---|---|---|
| 1 | ₹3.00 L | -2.27% | ₹-9,068 | ₹3.91 L |
| 2 | ₹3.30 L | 8.64% | ₹62,267 | ₹7.83 L |
| 3 | ₹3.63 L | 0.64% | ₹7,313 | ₹11.54 L |
| 4 | ₹3.99 L | 24.29% | ₹3.77 L | ₹19.30 L |
| 5 | ₹4.39 L | 2.42% | ₹57,310 | ₹24.26 L |
| 6 | ₹4.83 L | 15.36% | ₹4.47 L | ₹33.56 L |
| 7 | ₹5.31 L | -2.52% | ₹-98,027 | ₹37.90 L |
| 8 | ₹5.85 L | 9.47% | ₹4.14 L | ₹47.89 L |
| 9 | ₹6.43 L | 16.35% | ₹8.88 L | ₹63.20 L |
| 10 | ₹7.07 L | 15.26% | ₹10.72 L | ₹80.99 L |
| 11 | ₹7.78 L | -0.71% | ₹-62,680 | ₹88.15 L |
| 12 | ₹8.56 L | 14.97% | ₹14.48 L | ₹1.11 Cr |
| 13 | ₹9.42 L | 17.42% | ₹21.01 L | ₹1.42 Cr |
| 14 | ₹10.36 L | 24.19% | ₹36.76 L | ₹1.89 Cr |
| 15 | ₹11.39 L | 5.59% | ₹11.19 L | ₹2.11 Cr |
| 16 | ₹12.53 L | 22.67% | ₹50.75 L | ₹2.75 Cr |
| 17 | ₹13.78 L | 6.96% | ₹20.07 L | ₹3.08 Cr |
| 18 | ₹15.16 L | -0.84% | ₹-2,72,521 | ₹3.21 Cr |
| 19 | ₹16.68 L | 13.02% | ₹43.97 L | ₹3.82 Cr |
| 20 | ₹18.35 L | 3.41% | ₹13.63 L | ₹4.14 Cr |